How we work

We help organisations find the best HR software for their needs…

And we help the vendors of these systems get in front of sales opportunities that are a brilliant fit for their offering.

Our service costs nothing for the buyers. The HR software suppliers pay per opportunity that they’re matched with. 

The way we work is founded on a very simple belief

That, given enough information about an organisation, HR software vendors have a better understanding than the buyer of the fit of their solution vs the rest of the HR tech market.

Which leads us to step one in our process…

When we work with an HR buyer we discover as much as possible about that organisation. What do they do? How many employees do they have? Where are they based? Is the headcount growing? How many new starters did they have last year? What is their favourite colour and shoe size? Well, maybe not the colour and shoe size, but you get the point.  We want to paint a vivid picture about who the buyer is, what their pain points are and their needs for the future.

At this point, most technology comparison companies will blast this information out to every vendor they work with so that they can make as much money as possible by charging each of them a flat rate. They don’t care that the buyer then gets bombarded by a dozen phone calls from eager sales teams.

That is not how we work. 

Why? Because every salesperson worth their salt will try to convince you of the benefits of their solution vs someone else’s. Instead, we get the vendors to put their money where their mouth is.

We present an anonymous summary of the buyer and their needs to every vendor and ask the vendors to bid for the privilege to pitch their solution to that particular buyer.

Because we provide such a detailed brief to the vendors, they can accurately assess the likelihood of a successful sale to a happy customer. They can work out how much that sales lead is worth to them.

Let’s imagine that a manufacturer with 500 employees is looking for an HR system to integrate with their payroll and time and attendance provider. If vendor A knows they tend to win these types of organisations as customers and work with them successfully for many years, then that opportunity is valuable to them. Conversely, if vendor B knows they don’t fare well with manufacturing firms and can’t integrate with their T&A provider, they’re unlikely to bid very much in order to get in front of that opportunity, if they bid anything at all.

Once all the vendor bids are in, we provide this summary back to the buyer. The buyer can select as many or as few vendors as they like who they want to progress conversations with.

At this point we show the buyer which vendors submitted each pitch and we only share the buyer’s information with the vendors the buyer has asked us to. 

It’s a quick and easy way for HR tech buyers to build a shortlist of suitable, recommended solutions to explore, without getting bombarded by nuisance phone calls from salespeople who aren’t a good fit.

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We are ready when you are! Get free HR software advice from independent experts. 

Our Process When Working With You 

If you choose to work with us in helping to create your initial shortlist of HR system suppliers these are the steps we will go through:

Step 1 – Discovery Call

Depending on the complexity of your situation, the discovery call will take approximately 30 minutes. During the call we want to find out everything we can about you, your organisation, how you work, your processes, pain points and future plans.

Step 2 – Private Pitches

We provide a summary of your needs (completely anonymised) to the HR software vendors we work with and ask them to submit their bids for being able to pitch to you. This process runs for 48 hours / two business days, however we can adjust the requirements to suit your needs.

Step 3 – Pitch Review

We show you all of the vendor pitches ranked in order of how much they bid to be able to have their pitch seen by you. All vendor details are anonymous at this stage but you will have sight of top-level information to help guide you.

Step 4 – Shortlist Selection

You select which vendors you would like to receive more information from and what you would like the next steps to be. Is it that you simply want a bit more information, would you like to arrange a demo or get a full proposal? At this stage we share who each vendor is with you and we share your details with the vendors you select. You can select as many or as few vendors as you like.

Step 5 – Optional

If you want, you can include System Shortlist in any demonstrations and communication with vendors.  This is entirely optional and enables us to ask questions of the vendors that you may not have thought of, help you negotiate on price, and provide a backup of communications in case you ever have a future query or dispute with the vendor.

Step 6 – Check-in

We’ll check back in with you to see whether you have made a selection, how you’re getting on with the implementation and gain your feedback on the solutions you considered and selected.